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RD Lewis Holdings’s O'Reilly Automotive ORLY Stock Holding History

RD Lewis Holdings’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Sell
11,255
-1,000
-8% -$93.8K 0.92% 37
2025
Q4 		$1.19M Buy
12,255
+1,370
+13% +$134K 1.02% 35
2025
Q3 		$1.07M Buy
10,885
+380
+4% +$38.2K 1% 35
2025
Q2 		$1.09M Buy
10,505
+680
+7% +$62K 1.1% 34
2025
Q1 		$921K Buy
9,825
+645
+7% +$56.1K 1.04% 32
2024
Q4 		$806K Buy
+9,180
New +$740K 0.89% 37

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RD Lewis Holdings's ORLY Position: Q1 2026 in Review

RD Lewis Holdings reduced its O'Reilly Automotive (ORLY) stake by 8.2% in Q1 2026, selling an estimated $93.8K and leaving 11,255 shares worth $1.06M. The position accounts for 0.92% of the portfolio, ranked #37.

RD Lewis Holdings first reported a position in ORLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • RD Lewis Holdings held 11,255 shares of O'Reilly Automotive worth $1.06M as of Q1 2026.
  • RD Lewis Holdings sold 1,000 O'Reilly Automotive shares in Q1 2026, an estimated $93.8K.
  • O'Reilly Automotive made up 0.92% of RD Lewis Holdings's portfolio in Q1 2026, its #37 holding.
  • RD Lewis Holdings first reported a position in O'Reilly Automotive in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's O'Reilly Automotive position peaked at $1.19M in Q4 2025.
  • 1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.